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Setting Up the Gusto Integration

Updated

Introduction

We are excited to work with Gusto to provide an even more robust platform that combines the strength of our equity management and legal automation functionality with Gusto’s best-in-class payroll and benefits products. 

Integrating your account with Gusto will help streamline your business by allowing equity and HR data to flow seamlessly across both platforms, allowing you to:

  • Save Time by eliminating the need to re-enter employee information in multiple solutions.
  • Minimize Errors resulting from incorrect data entry.
  • Increase Data Confidence by knowing employee data is accurate and up to date, in addition to your cap table and reports.

The integration combines the document-centric approach of our equity management platform and HR tools with an automated data synchronization related to hiring, job changes, and terminations, helping to ensure accurate alignment with your Cap Table, reports, and Data Room. This integration leverages Gusto to track and manage employee compensation, benefits, and talent management data.

This article will cover how to set up the integration to Gusto. Once the integration has been set up, you may want to see our article on how to connect employee accounts and manage their information, or read our Gusto Integration Best Practices & FAQs.

Setting up the integration

To set up the integration you must have Administrator and Payroll Administrator access for your company and be an administrator for your Gusto account.

  1. Navigate to the Administration dashboard by either clicking the Gear icon on the bottom left of the screen or clicking on Company Workspace and selecting Administration Workspace.
  2. In the Security & Access section, click on Gusto Payroll Setup.

  3. Click Connect to Gusto Account. If you don’t already have a Gusto account, you can also sign up for one by clicking the Create New Gusto Account button.
  4. You will be prompted to log in to Gusto. Use your Gusto administrator credentials.
  5. If you have more than one account with Gusto, you will be prompted to select which company to connect. Select the company and click Authorize. 
  6. If integrated successfully, you will see a success message indicating the integration is active. 
  7. The Company Workspace will now display a Gusto module with links to manage the integration. From here you’ll be able to access your employee list, connect employee profiles between the two systems, and see a full history of actions taken and data that has been synced between platforms. Additionally, you can revisit your connection settings at any point through the Administration Settings tab.

For a step-by-step guide on managing employee information post-integration, please see our Connecting Employee Accounts and Managing Information After Setup article. 

Gusto and Fidelity are not affiliated.

Screenshots are for illustrative purposes only.

Fidelity provides cap table management and other administrative services to private companies and their equity compensation plans.

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